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10 results for Finance in Carlsbad, CA

Finance Manager

Newport Beach, CA
onsite
Permanent / Full Time
110000 - 150000 USD / Yearly
We are looking for a skilled Finance Manager to oversee the financial operations and strategies within our organization. This role requires someone with strong attention to detail who can analyze business performance, identify opportunities for growth, and provide actionable recommendations to senior leadership. The ideal candidate will work collaboratively across departments to ensure alignment with our strategic goals. Responsibilities: • Analyze current business performance and identify areas for improvement or growth. • Develop and maintain comprehensive financial models to support decision-making processes. • Collaborate with senior management to provide actionable recommendations based on financial insights. • Lead the annual budget planning process, ensuring alignment with organizational objectives. • Perform variance analysis to track performance against budgets and forecasts. • Support strategic initiatives by evaluating their financial impact and feasibility. • Partner with cross-functional teams to ensure financial goals are integrated into operational plans. • Prepare and present detailed financial reports for stakeholders. • Monitor and refine budget processes to enhance accuracy and efficiency. • Ensure compliance with financial regulations and internal policies.
2026-05-27T00:00:00Z

Fund Accountant

El Cajon, CA
onsite
Permanent / Full Time
90000 - 950000 USD / Yearly
We are looking for a detail-oriented Fund Accountant to support investor accounting and capital activity for a syndication platform based in El Cajon, California. This position is responsible for maintaining accurate financial records, overseeing recurring distribution processes, and ensuring investor reporting is timely and reliable. The ideal candidate brings strong accounting fundamentals, a disciplined approach to reconciliations, and the ability to manage sensitive financial data with precision. Responsibilities: • Manage the general ledger and financial records for the capital entity, completing monthly close activities on schedule and keeping documentation prepared for audit review. • Prepare and reconcile recurring investor distribution calculations, ensuring amounts are accurate, approvals are obtained, and release steps follow established controls. • Administer partnership waterfall models for each syndication, including preferred returns, catch-up provisions, and sponsor promote allocations, with clear supporting documentation. • Track individual investor capital balances and roll-forwards, performing regular reconciliations so account positions remain current and dependable. • Record capital calls, funding activity, and related investor transactions, confirming that supporting records align with the accounting books. • Develop investor reporting packages that summarize capital performance metrics, distribution activity, and capital account positions in a clear and consistent format. • Maintain the accuracy of Juniper Square records by reconciling platform data to accounting balances each month and updating investor information as needed. • Coordinate tax support and K-1 preparation timelines with external advisors, providing organized data and responding to requests on schedule. • Document recurring procedures and work with internal systems partners to improve and automate distribution and reporting workflows where appropriate.
2026-06-19T00:00:00Z

Financial Analyst

San Diego, CA
onsite
Permanent / Full Time
85000 - 95000 USD / Yearly
We are looking for a detail-oriented Financial Analyst to join our consultancy team in San Diego, California. In this role, you will play a vital part in supporting financial planning and analysis, managing budgets, and delivering insightful data-driven recommendations. This position offers an exciting opportunity to collaborate with stakeholders and contribute to operational efficiency. Responsibilities: • Perform financial analysis and modeling to support strategic decision-making. • Assist in preparing and maintaining budgets and forecasts. • Analyze variances and trends to identify key insights and opportunities. • Utilize data mining techniques to extract and interpret large datasets. • Partner with business stakeholders to provide financial guidance and recommendations. • Develop and maintain reports and dashboards using tools such as Tableau. • Support process improvement initiatives to enhance operational efficiency. • Conduct ad hoc financial analyses to address specific business questions. • Collaborate with cross-functional teams to achieve organizational goals.
2026-06-09T00:00:00Z

Financial Analyst

Elfin Forest, CA
onsite
Temporary / Contract
40 - 45 USD / Hourly
A leading healthcare organization is hiring a Financial Analyst to support budgeting, forecasting, business analytics, and strategic decision-making. Companies throughout San Diego are increasingly investing in finance professionals who can transform data into meaningful business insights. This position offers visibility across multiple departments and opportunities to partner directly with executive leadership. ResponsibilitiesFinancial Planning & Analysis<ul><li>Prepare monthly, quarterly, and annual financial reports</li><li>Analyze operational and financial performance trends</li><li>Assist with budgeting and forecasting cycles</li><li>Create dashboards and management reporting packages</li><li>Evaluate business performance and identify opportunities for improvement</li></ul>Business Partnership<ul><li>Partner with department leaders on financial planning initiatives</li><li>Conduct variance analysis and provide recommendations</li><li>Assist with strategic projects and financial modeling</li><li>Support leadership presentations and reporting needs</li></ul>
2026-06-11T00:00:00Z

CFO

Irvine, CA
remote
Permanent / Full Time
200000 - 300000 USD / Yearly
We are looking for a Chief Financial Officer to lead the company’s financial strategy and daily finance operations in Irvine, California. This role will serve as a trusted advisor to senior leadership while building disciplined planning, reporting, and cash management practices that support continued growth. The position is ideal for a finance executive who combines long-range vision with hands-on execution and can strengthen core processes while guiding major business initiatives. Responsibilities: • Direct the full finance function, including planning, reporting, treasury activity, and oversight of accounting operations across the organization. • Develop and manage the annual budgeting process, translating business goals into practical financial plans and measurable performance targets. • Prepare forward-looking cash flow models tied to revenue expectations so leadership can make informed operating and investment decisions. • Supervise accounts payable, accounts receivable, and collection activities to maintain strong working capital and accurate financial records. • Lead timely month-end close procedures and ensure financial statements remain organized, reliable, and ready for audit review. • Manage sales and use tax activities for a licensing-focused business, with an emphasis on improving internal ownership of these processes. • Oversee financial systems usage in QuickBooks Online and support integration efforts involving Microsoft Dynamics environments. • Partner with executive leadership on high-impact initiatives such as ESOP-related planning and the financial structure required for international expansion. • Build stronger financial methodologies, controls, and execution plans that enhance scalability in a fast-moving business environment.
2026-06-16T00:00:00Z

CFO

Irvine, CA
onsite
Permanent / Full Time
150000 - 175000 USD / Yearly
We are looking for a Chief Financial Officer to lead the financial strategy and operational finance capabilities of our growing clean energy and infrastructure business in Irvine, California. This executive will play a central role in shaping the company’s next stage of growth by strengthening financial planning, guiding funding initiatives, and serving as a trusted partner to senior leadership. The ideal candidate brings both strategic judgment and a practical, hands-on approach suited to a fast-moving environment. Responsibilities: • Direct the company’s finance organization, including planning, reporting, internal controls, liquidity management, and accurate close processes. • Lead fundraising efforts across equity, debt, and project-based financing, supporting the business through critical growth milestones. • Create board- and investor-ready presentations, sophisticated financial models, and long-term operating forecasts to inform key decisions. • Advise executive leadership on financial strategy, business performance, risk management, and governance priorities. • Design and implement scalable financial processes, policies, and control frameworks that support expansion. • Build, mentor, and lead a high-performing finance team capable of supporting a dynamic and evolving organization. • Partner with internal and external stakeholders to maintain strong financial relationships and support strategic initiatives. • Oversee cash planning and capital allocation decisions to ensure financial discipline across a capital-intensive business.
2026-06-16T00:00:00Z

CFO

Irvine, CA
onsite
Permanent / Full Time
250000 - 350000 USD / Yearly
We are looking for an accomplished Chief Financial Officer to lead the financial strategy and overall fiscal health of the organization in Irvine, California. This position is ideal for a senior finance executive with experience in aviation or aerospace and the ability to support a broader portfolio that includes real estate interests. The CFO will serve as a strategic advisor to ownership, helping guide planning, performance, and sustainable growth across multiple business areas. Responsibilities: • Direct the company’s financial strategy, budgeting, forecasting, and long-term planning to support business objectives. • Oversee accounting, cash flow management, financial reporting, and internal controls to ensure accuracy and compliance. • Provide executive-level guidance to ownership on profitability, capital allocation, risk management, and business performance. • Partner with leadership to evaluate investments, operating results, and opportunities for growth within the core business. • Support financial oversight and analysis for affiliated real estate holdings, including planning, reporting, and performance monitoring. • Build and maintain trusted relationships with banking partners, advisors, investors, and other external stakeholders. • Lead responses to inbound financial and business inquiries from ownership, partners, and key constituents. • Develop and strengthen financial processes, reporting frameworks, and cross-functional decision support across the organization.
2026-06-17T00:00:00Z

Financial Reporting Manager

Chula Vista, CA
onsite
Permanent / Full Time
110000 - 115000 USD / Yearly
We are looking for a Financial Reporting Manager to lead critical reporting and accounting activities for the organization in Chula Vista, California. This role oversees accurate financial reporting, supports compliance with government requirements, and strengthens internal controls across core fiscal operations. The ideal candidate brings strong technical accounting knowledge, leadership experience, and the ability to translate complex financial data into clear guidance for stakeholders. Responsibilities: • Lead the creation, review, and distribution of detailed financial, budget, statistical, and analytical reports that support organizational decision-making and fiscal oversight. • Oversee the completion and timely submission of required financial filings and program reports in accordance with federal, state, and local deadlines. • Direct key reporting cycles, including interim reporting, year-end actuals, and budget development submissions for state-related requirements. • Manage the month-end close process by supervising reconciliations, reviewing account activity, and resolving reporting variances. • Guide general ledger and accounting operations to promote accurate recordkeeping, strong controls, and consistent application of accounting standards. • Evaluate cash flow projections and broader financial trends to identify risks, support planning, and improve reporting accuracy. • Monitor district-wide financial activity for compliance with applicable laws, policies, regulations, and established accounting procedures. • Strengthen internal control frameworks by assessing risk areas, recommending improvements, and implementing updated fiscal policies and procedures. • Provide fiscal analysis, training, presentations, and technical guidance to leadership, staff, and external agencies on accounting and reporting matters. • Supervise assigned team members, set performance expectations, and support ongoing development within the financial reporting function.
2026-06-02T00:00:00Z

Financial Reporting Manager

Costa Mesa, CA
onsite
Permanent / Full Time
85000 - 110000 USD / Yearly
We are looking for an experienced Financial Reporting Manager to oversee and enhance the accounting and financial operations of our project in Costa Mesa, California. In this role, you will lead a team to ensure accurate financial reporting, maintain strong process controls, and deliver critical insights to support operational efficiency. This position requires a proactive leader who can manage audits, reconcile financial records, and collaborate with various stakeholders. Responsibilities: • Develop and implement accounting procedures, including robust internal controls, to ensure compliance and accuracy. • Lead, monitor, and assess the performance of accounting processes and team members. • Supervise the preparation of daily, monthly, quarterly, and annual journal entries, financial reports, and reconciliations. • Manage weekly payables, customer refunds, and ensure timely processing of transactions. • Conduct evaluations of operational software to identify opportunities for process improvements and system optimizations. • Coordinate internal and external audits, including inventory checks and compliance with established standards. • Monitor and enhance accounting systems to ensure they meet organizational needs and regulatory requirements. • Collaborate with clients, subcontractors, vendors, and auditors to address financial queries and ensure smooth operations. • Participate in project meetings to provide financial insights and support strategic decision-making. • Ensure achievement of daily and monthly key performance metrics to meet organizational goals.
2026-05-27T00:00:00Z

Financial Reporting Manager

Newport Beach, CA
onsite
Temporary / Contract
65 - 85 USD / Hourly
We are looking for an experienced Financial Reporting Manager to support a leading financial services organization in Newport Beach, California. This Long-term Contract opportunity is ideal for a highly detail-oriented individual who brings strong expertise in financial reporting, fund accounting, and asset management within an investment-focused environment. The person in this role will oversee key reporting activities, monitor compliance obligations, and provide accurate financial information to internal and external stakeholders. This position is onsite five days per week and is well suited for someone who can operate confidently in a fast-paced, highly regulated setting. Responsibilities: • Prepare and deliver recurring liquidity reports on a daily and weekly basis to support business visibility and decision-making. • Produce a range of financial reports, including regulatory filings, investor materials, and special-request analyses, while ensuring accuracy and timeliness. • Support internal reporting needs by translating financial data into clear and reliable updates for leadership and business partners. • Review transaction structures to confirm alignment with established requirements, controls, and governing agreements. • Monitor borrowing-related obligations and help ensure ongoing adherence to debt covenant requirements. • Partner with cross-functional teams to gather, validate, and reconcile financial information used in reporting packages. • Create presentation-ready financial summaries and supporting schedules using Excel and PowerPoint for stakeholder review.
2026-06-15T00:00:00Z